Steward Large Cap Core Fund Institutional Class (SJCIX)

Overview

The fund is designed to cater to investors seeking exposure to large-cap equity securities while adhering to particular values-based screening policies. It aims to allocate at least 80% of its assets in large-cap companies, ensuring a stable and robust investment foundation. The inclusion of small- and mid-cap companies provides diversification and potential for enhanced returns. By also considering investment in other investment companies and real estate investment trusts (REITs), the fund offers a broad spectrum of investment opportunities, making it a versatile option for investors with varying objectives and risk tolerances.

Products and Services

• Large-Cap Equity Securities Investment

  A cornerstone of the fund's strategy, focusing on investing in large-cap companies. This approach targets firms with a substantial market capitalization, offering stability and consistent growth potential to the investment portfolio.

• Values-Based Screening Policies

  The fund implements values-based screening policies to ensure that investments align with certain ethical, social, or environmental criteria. This enables investors to make socially responsible investment choices without compromising on financial returns.

• Investment in Small- and Mid-Cap Companies

  While predominantly focused on large-cap investments, the fund allocates a portion of its assets to small- and mid-cap companies. This strategy is aimed at capitalizing on the growth potential of these firms, offering a balanced mix of stability and higher risk-reward opportunities.

• Other Investment Companies and Real Estate Investment Trusts (REITs)

  To diversify its portfolio further, the fund may invest in other investment companies and REITs. This enables exposure to a wider range of assets, including indirect real estate investments, which can provide additional income streams and diversification benefits.